Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
What To Do In a Recession: Your Plans
We've all made plans that have had to change because of COVID and the recession. Some of us have stalled vacations. Some of us have downsized kitchen renovation plans. Some of us are staring at our plans to retire in 2020 and wondering, "will it still work?" It is...
What To Do in a Recession: Offensive Investment Strategy
As we experience a market recession, are there anything proactive moves that we can do with our investments? Often these proactive strategies are ones that we must implement by coordinating between multiple professionals. This means your CPA, your CFP®, and your...
CARES Act waives your Required Minimum Distribution for 2020
When the market has had big losses in the past, policy makers have stepped in and changed requirements for retirement accounts. Why? It is a way to keep our retirees’ livelihood sustained longer. The government would rather implement a stopgap now. It is a measure...
What To Do in a Recession? Your Automated Transactions
You're on autopilot with your retirement accounts - for adding money or taking income. That's perfect most of the time! However, in a recessionary period, you might reconsider your game plan. Check out Liz's video covering the topic of adding money and taking money...
Fear or Hope? You Pick.
In changing times like these, we have to decide whether we move in fear or hope. I choose hope. I have hope because disasters, like Covid-19, unleash human reserves to improvise, unite, and resolve. Disasters can bring pockets of purpose and joy...
What To Do In A Recession: Your Investments
It's been a wild ride this first quarter of 2020. A double whammy, not only within the economy but as we navigate new (hopefully temporary) normals for everyday life. You will receive your quarterly statements this week. As you open the envelope, it may stir some...
An Open Letter About the Coronavirus’ Impact:
To All - Hopefully you’re able to stay calm this worldwide health crisis and panic. My prayer is that all of us can experience calmness in the storm. I have been impressed with our customers. The resilience, perspective, and rationality I’ve witnessed...
Thoughts on the Coronavirus and Market Turbulence
With a “breaking news” type of month, we have been having a lot of conversations with people about the Coronavirus and stock market turbulence. The main question we are receiving is: “What should I be doing right now? Should I get out?” Let us draw you back to...
The Power of Partnership
Last summer, if you were to ask me, “How’s the summer going, Liz?” I would have said I was happy, but there was so much change. I experienced personal changes - a change in daycare, my husband’s job, and a move (which is a lot!). But also, our company made a...
On Turning 65
In my career, I have witnessed other professional practices, like a law or CPA practice, who have a lead advisor get to the age of retirement – and yet, the person remains in the practice. In the past, I jokingly referred to this person as “The Grand Old Man”. As I...
The Financial Confidant
“And how is his spirit?” I asked. “Oh…” Silence. Tears began seeping from her eyes. “I’m sorry. It’s been really difficult lately between us.” She found herself in my office with a straight-forward agenda: An investment account and her spouse’s...
“What if this is an awful dinner?”
Picture this: It's a warm summer evening with my husband and children in the backyard playing. Dinner will be ready in about ten minutes and I am setting the table. It is one of those evenings where I arrive home in a hurry. Needing to cook dinner, I find a couple...